Form 13-F position report

VANGUARD DIVIDEND APPRECIATION

Reported by Financial Insights Inc

ETF profile Manager portfolio Source filing
VIG CUSIP 921908844 Manager CIK 0001642058
Latest reported change

Reported 23,497 shares, down 1,288 (5.2%) from the prior quarter.

Reported value 0.0%; share count -5.2% vs. the prior quarter.

Reduced
% of reported 13F value 1.4% This manager · Q2 2023
Shares 23,497 Quarter-end amount reported
Reported value $3,816,590 Fair value at quarter end
Consecutive quarters held 19 Through Q2 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 21,433 -112 (-0.5%) 1.27% $5,000,551 2026-10-27
Q2 2026 Reduced 21,545 -812 (-3.6%) 1.34% $5,097,914 2026-08-25
Q1 2026 Added 22,357 +53 (0.2%) 1.56% $4,808,175 2026-05-19
Q4 2025 Reduced 22,304 -20 (-0.1%) 1.64% $4,901,978 2026-04-01
Q3 2025 Reduced 22,324 -119 (-0.5%) 1.6% $4,817,369 2026-04-01
Q2 2025 Reduced 22,443 -246 (-1.1%) 1.68% $4,593,405 2025-07-22
Q1 2025 Reduced 22,689 -454 (-2.0%) 1.75% $4,401,435 2025-04-25
Q4 2024 Reduced 23,143 -1,062 (-4.4%) 1.68% $4,532,009 2025-03-05
Q3 2024 Added 24,205 +1,326 (5.8%) 1.51% $4,794,011 2024-10-22
Q2 2024 Reduced 22,879 -355 (-1.5%) 1.16% $4,176,640 2024-07-16
Q1 2024 Unchanged 23,234 0 (0.0%) 1.18% $4,242,839 2024-04-25
Q4 2023 Unchanged 23,234 0 (0.0%) 1.24% $3,959,086 2024-01-25
Q3 2023 Reduced 23,234 -263 (-1.1%) 1.27% $3,557,073 2023-12-07
Q2 2023 Reduced 23,497 -1,288 (-5.2%) 1.4% $3,816,590 2024-01-25
Q1 2023 Reduced 24,785 -413 (-1.6%) 1.55% $3,817,111 2023-04-18
Q4 2022 Reduced 25,198 -164 (-0.6%) 1.81% $3,826,380 2023-02-10
Q3 2022 Added 25,362 +57 (0.2%) 2.31% $3,428,000 2022-10-27
Q2 2022 Reduced 25,305 -15 (-0.1%) 3.68% $3,630,000 2022-08-03
Q1 2022 Added 25,320 +332 (1.3%) 3.77% $4,106,000 2022-05-11
Q4 2021 Reduced 24,988 -32 (-0.1%) 3.7% $4,292,000 2022-02-09
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Institutional context

Who else reported the position

1866 managers reported VANGUARD DIVIDEND APPRECIATION for Q2 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 22,516,408 +494,102 0.38% $3,657,340,148 41 qtrs
MORGAN STANLEY Added 11,135,128 +163,623 0.18% $1,808,679,150 41 qtrs
WELLS FARGO & COMPANY MN Reduced 10,392,074 -71,390 0.47% $1,687,984,573 41 qtrs
VANGUARD GROUP INC Added 7,694,998 +150,879 0.03% $1,249,898,573 40 qtrs
Wealthfront Advisers LLC Added 6,363,316 +639,097 4.38% $1,033,593,440 19 qtrs
UBS Group AG Reduced 6,185,270 -177,096 0.34% $1,004,673,406 35 qtrs
LPL Financial LLC Added 5,064,578 +78,465 0.59% $822,639,453 41 qtrs
ROYAL BANK OF CANADA Reduced 3,615,102 -28,496 0.15% $587,201,000 41 qtrs
HB Wealth Management LLC Reduced 3,565,002 -77,857 9.24% $579,063,312 7 qtrs
Citigroup Inc Reduced 2,939,389 -170,017 0.31% $477,444,942 41 qtrs
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Filing details and methodology As reported
Report period
June 30, 2023
Filed
January 25, 2024
Filing type
13F-HR
Position type
DIV APP ETF

Voting authority reported

Sole
23,497
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.